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Employers › New York

Employer · plans filed under one EIN

Harry Winston, Inc.

New York, NY · Retail trade

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$103Mnet assets across plans
1,069participant records618 active
$3.5Memployer contributions, latest plan years$5,653 per active record
$138KSchedule C compensation to organisations$129.52 per participant record

Harry Winston, Inc., based in New York, New York, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 1,069 participant records and $103M in net assets.

The largest is Harry Winston, Inc. Savings Plan, a 401(k) plan with 824 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $3.5M and participant contributions $6.8M in the latest plan years; benefits paid were $7.1M. Schedule C compensation reported to service provider organisations totalled $138K.

Combined net assets moved from $21.1M in 2009 to $103M in 2024 (up 391%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Harry Winston, Inc. Savings Plan401(k) plan2024824$96.4M$116,973$5,535$86K
Harry Winston, Inc. Employees' Retirement Plandefined benefit pension plan2024245$7.0M$28,477$13,604$53K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $21.1M2010: $23.5M2011: $23.4M2012: $26.3M2013: $31.7M2014: $34.6M2015: $34.9M2016: $38.2M2017: $45.8M2018: $47.0M2019: $58.6M2020: $67.9M2021: $80.5M2022: $71.3M2023: $87.5M2024: $103M$21.1M$103M20092012201620202024
Combined net assets
2009: 6572010: 6722011: 7292012: 7732013: 7252014: 7852015: 7592016: 7102017: 7882018: 8332019: 8692020: 8702021: 9092022: 9392023: 1,0282024: 1,0696571,06920092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,069$103M$3.5M$6.8M
202321,028$87.5M$2.8M$5.6M
20222939$71.3M$2.4M$4.6M
20212909$80.5M$2.2M$4.0M
20202870$67.9M$2.4M$3.6M
20192869$58.6M$2.4M$3.6M
20182833$47.0M$2.1M$3.3M
20172788$45.8M$1.7M$2.8M
20162710$38.2M$1.5M$2.2M
20152759$34.9M$1.5M$1.9M
20142785$34.6M$1.5M$1.8M
20132725$31.7M$1.6M$2.0M
20122773$26.3M$1.3M$1.8M
20112729$23.4M$1.2M$1.6M
20102672$23.5M$888K$1.3M
20092657$21.1M$0$1.3M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Equitable Advisors LLCInvestment advisory (plan)2$95,514
Vanguard Advisers Inc.Investment advisory (participants)1$31,368
Penchecks—1$11,574
The Vanguard Group, Inc.Recordkeeping and information management; Trustee (directed); Participant loan processing1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Equitable Advisors LLC$96K
Vanguard Advisers Inc.$31K
Penchecks$12K
The Vanguard Group, Inc.$0

Questions and answers

How many retirement plans does Harry Winston, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Harry Winston, Inc. Savings Plan and Harry Winston, Inc. Employees' Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Harry Winston, Inc. contribute to its plans?

$3,493,552 in employer contributions across these plans in their latest plan years, about $5,653 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Equitable Advisors LLC, Vanguard Advisers Inc., Penchecks and The Vanguard Group, Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.